Articles

After a huge rally over the past few weeks following Donald Trump's election victory, which has taken the US dollar into overbought and overvalued territory, a period of weakness now seems likely. Fed interest rate hike expectations have soared over...

We expect agricultural equities, represented by our modified Bloomberg Food Index, to outperform major equity benchmarks over the coming quarters as a rebound in earnings will see improved share price performance. Agribusiness companies will broadly...

After emerging as the clear winner in the second round of the Les Républicans primaries, François Fillon is now in pole position to become France's next president in May 2017. However, while many of his right-wing policies will resonate with voters...

India will be releasing its Q2FY2016/17 (quarter ending September 2016) GDP figures this week and we expect them to reflect the continued strength of the manufacturing and services sectors. Meanwhile, Sri Lanka will be holding its monetary policy...

This last month has seen several developments which will affect reform across many of the emerging markets that we track. We have seen positive developments in India, South Africa and Colombia, which will help with the reform drive. However,...

A combination of saturation in legacy mobile and fixed markets and robust growth outlook for 3G/4G and broadband services will require Latin American operators to pursue market deepening strategies. However, differences in the maturity and income...

The anti-establishment party, Action for Dissatisfied Citizens (ANO), emerged as the political dominant force following senate and regional elections held in October. This puts the party in pole position ahead of the parliamentary elections in 2017.

Operators are still looking to drive revenues outside of their core competencies. Personal data and its accompanying analytics can provide such a revenue stream, but operators will face the dual challenge of entering a competitive market and facing...

Donald Trump's presidency will affect South East Asian states to varying degrees, with Singapore and Vietnam amongst the most vulnerable to a more protectionist US trade policy and self-interested foreign policy. The overall impact of Trump's...

The Middle East and North Africa (MENA) region's pharmaceutical and healthcare markets will be shaped by a range of opportunities and challenges in 2017. Ongoing trends such as the rollout of compulsory health insurance schemes, generic substitution...